Creating a Persona
How do I create a Persona using Cintell?
There are two easy ways to create Personas in Cintell. First, log in to Cintell, and you’ll see your Persona Dashboard. Welcome home!
- To create a persona using our step-by-step wizard, select “Create Persona Using the Wizard.” We built this with the help of persona experts. You can customize these fields as much as you’d like.
- To build a persona from a template you design, select “Create Persona Using a Template.” You can edit the contents of this template and save it for re-use.
You will be presented with a list of sections and characteristics to use in building your custom personas. Once you’ve filled in these values and save, your persona will be available from the Persona Dashboard to edit, publish and socialize in your organization, or just to admire. Good work.
What are “Product Settings” and why do I need to create them before creating a Persona?
Cintell organizes your Personas by the product(s) they are associated with. The first step in the Persona creation process is to enter the names of your products or services into the Cintell platform.
I am creating a Persona using the Wizard and I see some categories of information that do not apply to my business. How do I remove them from my Persona?
No problem. Simply click the “Skip this section” button and it will not be included in your Persona.
Can I add a new attribute to an existing section?
Yes, at the bottom of each section, you will see an option to “Add Attribute”. This allows you to add a new attribute, name it, and select a type (such as text area, checkboxes, etc). When you are creating an attribute with multiple options (for example, a drop down) you can also provide the supported values here.
Can I add a new section, while creating a Persona using the Wizard?
What an awesome idea! It’s on our roadmap, and as a Cintell user you’ll be notified as soon as it’s available.
Can I edit & update my Persona once it’s created?
Yes, you can always revisit a Persona and edit the information – after all, buyers change! To edit a Persona that you previously completed, click “edit” on the View Persona page. To edit a Persona in progress, clicking on that Persona from the Persona Dashboard will take you to the edit screen.
Very soon you will be able to give your Persona a version number, so that you can keep track of the changes you are making and see how your Persona is evolving.
- Can I delete a Persona?
- Yes, you can delete a Persona by choosing this option on the View Persona page in the Actions section. If any of your colleagues try to access a deleted Persona using the Share URL, they will see a message that the Persona has been deleted.
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